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Understanding portfolio projections

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asked 2017-02-14 00:34:56 -0600 by
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I don't understand an apparent discrepancy between the Summary and graphed projections. If I enter in the "Regular Slightly Aggressive" portfolio $1000, 6.9%/yr, SD 12%, then the Summary for one year from now (2018/2/13) shows Good Case $1226 whereas the graph shows $48 profit (+ $1000 = $1048). Similarly, Average $1069 vs $1006; Bad Case $920 vs $964; and Worst Case $819 vs $932. Please explain, thanks.

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answered 2017-02-15 15:38:53 -0600 by
Jin Won Choi gravatar image Administrator

Hi Blue88, it looks like the date labels were incorrect. The risk analysis tool only does projections for the next three years. I fixed the problem now. I'm very sorry about that.

Jin

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Asked: 2017-02-14 00:34:56 -0600

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Last updated: Feb 15

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